Unclaimed Profile

Laura Ann Kuntz

LAUREL WEALTH PLANNING LLC·EDINA, Minnesota

Series 7, Series 24, Series 63, Series 65Clean record12 years registeredLAUREL WEALTH PLANNING LLC

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 1303890Firm CRD# 122035

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laura Ann Kuntz · EDINA, MN

Registration

CRD #1303890 · LAUREL WEALTH PLANNING LLC · 12 years registered

Brand Profile

Not yet started

Career History

LAUREL WEALTH PLANNING

Nov 2013 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 19, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAUREL WEALTH PLANNING LLC

CRD 122035 · SEC 801-79116

AUM

$355M

Regulatory assets under management

Employees

889 client accounts

Services offered by LAUREL WEALTH PLANNING LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LAUREL WEALTH PLANNING LLC →

Introduction

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Frequently Asked Questions

What services does Laura Ann Kuntz offer?

Laura Ann Kuntz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDINA, Minnesota for a consultation.

What are Laura Ann Kuntz's credentials?

Laura Ann Kuntz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laura Ann Kuntz located?

Laura Ann Kuntz is based in EDINA, Minnesota, working with LAUREL WEALTH PLANNING LLC. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Laura Ann Kuntz charge for services?

Laura Ann Kuntz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LAUREL WEALTH PLANNING LLC?

LAUREL WEALTH PLANNING LLC has approximately 7 employees and manages $355M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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